Well... It Depends! copertina

Well... It Depends!

Well... It Depends!

Di: John G. Ullman & Associates Inc.
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At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home life. JGUA Financial Commentary Podcast aims to simplify personal finance for busy mid-career professionals. In each episode, Andrew will interview a rotating group of employees including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.© 2024 John G. Ullman & Associates Economia Finanza personale
Episodi
  • Taking Risk Off the Table: Bonds, Cash & Your Investment Strategy

    Taking Risk Off the Table: Bonds, Cash & Your Investment Strategy
    Oct 15 2026
    “Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron and Derek Doyle discuss how rising bond yields, interest rates, and changing market conditions can influence investment decisions and the role of cash and fixed income in a broader financial strategy. Andrew and Derek begin by explaining the relationship between bond prices and yields, including why existing bond prices generally fall as interest rates rise. They also explore why bond yields may be increasing even as inflation cools, discussing the impact of government borrowing, growing debt issuance, and supply and demand in the […]
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    12 min
  • Am I Saving Enough? Here's How to Know

    Am I Saving Enough? Here's How to Know
    Oct 1 2026
    “Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle discuss one of the most common questions people have as they prepare for retirement: Am I saving enough? With the end of the year approaching, the conversation looks at the different ways people can build retirement savings and how much they may need to save on their own to supplement Social Security and support the lifestyle they want in retirement. Andrew and Derek begin by reviewing the 2026 contribution limits for employer-sponsored retirement plans, including 401(k)s and similar […]
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    17 min
  • Back to School: What You Should Know About 529 Plans

    Back to School: What You Should Know About 529 Plans
    Sep 17 2026
    “Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle discuss education savings and the different account options available to parents and grandparents looking to help cover the rising cost of education. With the back-to-school season underway, the conversation focuses on 529 plans, Coverdell ESAs, and custodial accounts such as UGMAs and UTMAs. The conversation takes a closer look at why 529 plans have become such a widely used education savings tool, including their tax advantages, expanded list of qualified education expenses, and flexibility for both college and […]
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    14 min
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